Articles tagged "Financial Planning Association"


HeadlinePublish date

Advisors talk over the future of financial planning at FPA Experience 2011

Outgoing robo-calls, 1-900 advice shouldn't be dismissed as tools

September 21, 2011 — 12:00 AM UTC

Schwab to pump millions of dollars into promoting RIAs as a channel

Bernie Clark tells crowd at national FPA conference that it's not about Schwab

September 16, 2011 — 8:42 PM UTC

Mississippi lawyer Mercer Bullard volunteers to form an RIA SRO and nobody's laughing it off

IAA won't join forces; annual cost to run an SRO could top $150 million

March 10, 2011 — 5:37 AM UTC

What one advisor's letter to her son reveals about Americans' attitudes toward money

The financial crisis may have opened the door to money-talk -- and raises questions about advisors' responsibilities

February 25, 2011 — 2:56 PM UTC

Revised amendment aims to heal breaches in advisor community

New oversight for financial planners may be tougher for Senators to vote against because it is seen as pro-consumer

March 19, 2010 — 7:32 PM UTC

Proposal would sweep RIAs, planners, brokers into one huge regulatory pool (Updated)

New board promoting the fiduciary standard would oversee 75,000

March 10, 2010 — 9:46 AM UTC
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